Courier Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Courier Capital’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.95M	Buy	47,931 +17,075	+55%	+$2.06M	0.3%	87
2026 Q1	$3.29M	Sell	30,856 -2,884	-9%	-$327K	0.18%	119
2025 Q4	$3.99M	Sell	33,740 -2,752	-8%	-$326K	0.22%	105
2025 Q3	$4.27M	Sell	36,492 -592	-2%	-$65.9K	0.24%	99
2025 Q2	$3.94M	Buy	37,084 +452	+1%	+$43.2K	0.24%	100
2025 Q1	$3.31M	Buy	36,632 +9,768	+36%	+$964K	0.22%	110
2024 Q4	$2.7M	Buy	26,864 +7,624	+40%	+$750K	0.19%	110
2024 Q3	$1.81M	Sell	19,240 -52	-0.3%	-$4.71K	0.12%	145
2024 Q2	$1.76M	Buy	19,292 +1,324	+7%	+$113K	0.14%	125
2024 Q1	$1.51M	Sell	17,968 -800	-4%	-$64.5K	0.11%	154
2023 Q4	$1.42M	Sell	18,768 -192	-1%	-$13.6K	0.11%	157
2023 Q3	$1.26M	Buy	18,960 +556	+3%	+$38.4K	0.1%	157
2023 Q2	$1.27M	Sell	18,404 -292	-2%	-$18.6K	0.1%	161
2023 Q1	$1.14M	Hold	18,696	–	–	0.13%	115
2022 Q4	$1M	Buy	18,696 +56	+0.3%	+$3.08K	0.12%	119
2022 Q3	$980K	Hold	18,640	–	–	0.12%	122
2022 Q2	$1.02M	Buy	18,640 +124	+0.7%	+$7.44K	0.12%	121
2022 Q1	$1.28M	Buy	18,516 +156	+0.8%	+$10.6K	0.13%	117
2021 Q4	$1.4M	Sell	18,360 -552	-3%	-$40.9K	0.13%	115
2021 Q3	$1.3M	Hold	18,912	–	–	0.12%	118
2021 Q2	$1.28M	Sell	18,912 -76	-0.4%	-$4.9K	0.12%	121
2021 Q1	$1.15M	Sell	18,988 -20	-0.1%	-$1.22K	0.12%	120
2020 Q4	$1.15M	Sell	19,008 -184	-1%	-$10.5K	0.12%	113
2020 Q3	$1.1M	Sell	19,192 -1,392	-7%	-$73.3K	0.13%	114
2020 Q2	$1.01M	Hold	20,584	–	–	0.13%	114
2020 Q1	$831K	Buy	20,584 +420	+2%	+$18.1K	0.12%	111
2019 Q4	$911K	Sell	20,164 -1,552	-7%	-$64.8K	0.11%	121
2019 Q3	$853K	Hold	21,716	–	–	0.11%	123
2019 Q2	$854K	Sell	21,716 -3,300	-13%	-$128K	0.11%	122
2019 Q1	$947K	Buy	25,016 +1,068	+4%	+$38.4K	0.12%	119
2018 Q4	$784K	Sell	23,948 -2,200	-8%	-$77.6K	0.11%	122
2018 Q3	$1.02M	Buy	26,148 +420	+2%	+$15.9K	0.12%	126
2018 Q2	$925K	Sell	25,728 -568	-2%	-$20K	0.12%	131
2018 Q1	$895K	Sell	26,296 -608	-2%	-$21.3K	0.12%	126
2017 Q4	$906K	Buy	+26,904	New	+$882K	0.12%	123
2017 Q3	–	Sell	-38,628	Closed	-$1.15M	–	288
2017 Q2	$1.15M	Buy	38,628 +1,072	+3%	+$31.5K	0.2%	97
2017 Q1	$1.07M	Buy	37,556 +3,856	+11%	+$107K	0.19%	102
2016 Q4	$884K	Hold	33,700	–	–	0.17%	109
2016 Q3	$878K	Hold	33,700	–	–	0.17%	107
2016 Q2	$846K	Buy	33,700 +1,800	+6%	+$44.9K	0.17%	108
2016 Q1	$796K	Buy	31,900 +300	+0.9%	+$7.09K	0.17%	106
2015 Q4	$786K	Hold	31,600	–	–	0.17%	109
2015 Q3	$735K	Hold	31,600	–	–	0.16%	114
2015 Q2	$782K	Hold	31,600	–	–	0.16%	119
2015 Q1	$781K	Hold	31,600	–	–	0.15%	120
2014 Q4	$755K	Hold	31,600	–	–	0.15%	122
2014 Q3	$724K	Hold	31,600	–	–	0.15%	126
2014 Q2	$718K	Hold	31,600	–	–	0.14%	134
2014 Q1	$684K	Hold	31,600	–	–	0.14%	137
2013 Q4	$679K	Hold	31,600	–	–	0.14%	130
2013 Q3	$618K	Buy	31,600 +1,900	+6%	+$36.4K	0.14%	129
2013 Q2	$540K	Buy	+29,700	New	+$544K	0.13%	132

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Courier Capital's IWF Position: Q2 2026 in Review

Courier Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 55% in Q2 2026, buying an estimated $2.06M and bringing the position to 47,931 shares worth $5.95M. The position accounts for 0.3% of the portfolio, ranked #87.

Courier Capital first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. 1,274 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Courier Capital held 47,931 shares of iShares Russell 1000 Growth ETF worth $5.95M as of Q2 2026.
Courier Capital bought 17,075 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.06M.
iShares Russell 1000 Growth ETF made up 0.3% of Courier Capital's portfolio in Q2 2026, its #87 holding.
Courier Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
1,274 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.